AI coworkers for financial institutions
Every payroll cycle, handled before your sponsor asks.
Retirement teams get a coworker that syncs sponsor payroll and census data, validates contributions and enrolls newly eligible participants.
One open role in wealth.
Each coworker reports to a named person. Pick one to read the posting.
Its first week: who does what.
Follow Meridian Logistics through the job. Your people own the calls. The coworkers carry everything in between.
It logs in to the systems you already run.
No new software for your team to learn. Its badge decides what it can do in each system. Pick one to see what the coworkers do there.
It logs in to the systems your wealth teams already run.
Its badge decides what it can do in each one. One coworker on this page: Relationship Management.
HRMS & payroll
Live integrations
Relationship ManagementSystems of record
2 categoriesRelationship
1 categoryData & compliance
2 categoriesDocuments
1 categoryIts references, from production.
Open any story for the record behind it.
Banking · India
< 24 hrs
Corporate account activation, down from days
HDFC Bank: corporate account activation, down from days
Case study · Corporate Onboarding coworker
See the record
Insurance · India
45%
Faster group health quotes, with 25% higher value per account
Acko: faster group health quotes, with 25% higher value per account
Case study · Quoting coworker
See the record
Lending · India
70%
Less time to appraise credit, each memo in under 40 minutes
Aditya Birla Finance: less time to appraise credit. Each memo in under 40 minutes
Case study · Underwriting coworker
See the record
Care Health
Insurance · India
50-70%
Shorter employer onboarding for group health
Care Health: shorter employer onboarding for group health
Case study · Compliance coworker
See the record
US 401(k) platform
Retirement · United States
Live
Running 401(k) plan operations in production
US 401(k) platform: our first US coworker runs 401(k) plan operations in production
Case study · 401(k) coworker
See the record
Named results are production deployments in India. The US customer is anonymised.
Questions you’d ask about any new hire.
The ones HR, IT and risk teams usually ask first. Open any label.
What does the coworker do for plan sponsors?
It syncs sponsor payroll and census data every cycle, validates contributions and prepares enrollments for newly eligible participants.
What happens with late or mismatched deferrals?
Who handles the exceptions?
Is this live in the US?
